TritonPoint Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
3,080
-696
| -18% | -$65.3K | 0.03% | 288 |
|
|
2025
Q1 | $332K | Hold |
3,776
| – | – | 0.03% | 262 |
|
|
2024
Q4 | $350K | Sell |
3,776
-492
| -12% | -$45.6K | 0.03% | 251 |
|
|
2024
Q3 | $413K | Buy |
4,268
+691
| +19% | +$66.9K | 0.04% | 230 |
|
|
2024
Q2 | $310K | Sell |
3,577
-1,021
| -22% | -$88.4K | 0.03% | 252 |
|
|
2024
Q1 | $287K | Buy |
4,598
+1,220
| +36% | +$76.1K | 0.03% | 264 |
|
|
2023
Q4 | $287K | Buy |
+3,378
| New | +$287K | 0.03% | 271 |
|